| AIVOX | TIDDX | AIVOX / TIDDX | |
| Total Expense Ratio | 1.71 | 1.08 | 158% |
| Annual Report Gross Expense Ratio | 1.76 | 1.09 | 161% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 4.195 | 3.117 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 6.44B | 8% |
| Annual Yield % from dividends | 0.03 | 1.69 | 2% |
| Returns for 1 year | 36.62 | 28.83 | 127% |
| Returns for 3 years | 40.57 | 34.79 | 117% |
| Returns for 5 years | -9.27 | -10.90 | 85% |
| Returns for 10 years | 53.18 | 70.20 | 76% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PFPFX | 56.12 | 0.49 | +0.88% |
| Poplar Forest Partners A | |||
| FGLGX | 27.53 | N/A | N/A |
| Fidelity Series Large Cap Stock | |||
| PASRX | 21.09 | -0.05 | -0.24% |
| Putnam Dynamic Asset Allocation Gr R | |||
| VADGX | 31.66 | -0.09 | -0.28% |
| Vanguard Advice Select Dividend Gr Admrl | |||
| GGSOX | 16.61 | -0.05 | -0.30% |
| Grandeur Peak Global Stalwarts Investor | |||